Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

November 30, 2015 3:06 PM ET

Internet Software and Services

Company Overview of Smarsh, Inc.

Company Overview

Smarsh, Inc. provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries. The company’s centralized platform offers a unified compliance and e-discovery workflow across a range of digital communications, including email, public and enterprise social media, Website, instant messaging, and mobile messaging aspects. It serves the regulatory compliance, e-discovery, and record retention requirements of financial services, healthcare markets and life sciences, public sectors, and other industries. The company was founded in 2001 and is based in Portland, Oregon. It has additional offices in Atlanta, Georgia; New York, New York; Boston, Massachusetts...

921 SW Washington Street

Suite 540

Portland, OR 97205

United States

Founded in 2001





Key Executives for Smarsh, Inc.

Founder, Chief Executive Officer and President
Chief Financial Officer
Age: 48
Chief Operating Officer
Senior Vice President of Client Services
Chief Technology Officer
Age: 41
Compensation as of Fiscal Year 2015.

Smarsh, Inc. Key Developments

Smarsh Releases Enhanced Web Archiving Solution

Smarsh announced the release of an enhanced version of its cloud-based Web Archiving solution. Customers use Web Archiving to retain web content from any point in time in an indexed, search-ready state. The latest version introduces an enhanced supervision workflow that enables organizations to easily monitor and track changes in content, and document reviews of archived web pages, combined with a new user interface designed for efficiency. As part of the enhanced supervision workflow, users can easily document content status, flag content for further review or as a violation, and add notes. Statuses and flags can be updated one at a time, or in bulk, and used as search criteria (for example, a reviewer can search for pages annotated with a specific tag). In addition, an audit trail documents all review activities and actions taken, so customers have evidence of supervision.

Smarsh Introduces Next Generation of the Archiving Platform

Smarsh, Inc. announced the availability of its next generation of The Archiving Platform, offering enhanced standard features across all archived content, new levels of performance, easier self-service and standardized core platform packages. With new packages available and flexible customization options, customers can choose the right set of features for their licensed use of The Archiving Platform to meet the demands of their company's specific regulatory, legal or records retention requirements. The Archiving Platform Packages and Add-on Modules Archiving customers choose from three core platform packages Starter, Professional, or Enterprise with varying capabilities and usage levels, and then select from Supervision, Discovery or Personal Archive add-on modules to enhance the features of the core platform package.

Smarsh Announces Transformation of Smarsh Sites into Advisor Launchpad

Smarsh announced the transformation of Smarsh Sites into Advisor Launchpad, an end-to-end digital marketing solution for financial advisors and registered representatives of broker dealers. Many advisors in the financial industry rely on outdated marketing practices for managing and growing their business. In order to keep pace with the evolving digital economy, it is critical for advisors to have a compelling web and social presence, and targeted digital marketing strategy that can attract, retain and grow client relationships. Advisor Launchpad is designed specifically for the unique needs of the financial services industry and enables effective, content-driven marketing by combining engaging websites with an end-to-end digital marketing solution. Advisor Launchpad enables firms to publish fresh, targeted content that empowers and educates clients, and promote their content with social media and email marketing. Combined with search engine optimization (SEO) to increase inbound website traffic, Advisor Launchpad helps advisors win new clients and grow their networks. With the most comprehensive digital marketing packages in the industry and additional add-on services for an even greater level of customization, Advisor Launchpad allows advisors to save time and money on their marketing initiatives, while ensuring they maintain compliance with financial industry regulations. Advisor Launchpad operates as its own business, with the expertise and financial backing of Smarsh, to deliver a compelling one-stop-shop for financial advisors looking to grow their practices. The Advisor Launchpad solution includes the following components: Website Advisors can choose from numerous mobile-friendly templates, or select a custom option, to create a visually compelling website as the digital storefront of their business. Blog The ability to serve up fresh, relevant content keeps customers coming back to the advisor’s website. Targeted Content Advisors can maintain a competitive edge by publishing fresh content based on a variety of target demographics. Copywriting Advisors who want to further customize their website with original content can take advantage of copywriting services. Email Marketing, Advisors can stay in touch with their clients and prospects via email marketing, tied directly into their blog and CRM. Social Media, Integration with popular social media channels helps drive traffic to the advisor’s website. Mobile, Compatibility with mobile devices improves access to the advisor’s website, improves client experience, and ensures the website is optimized for Google search. SEO, Full-service SEO packages provide a methodical and consultative approach to increasing inbound website traffic from search engines, such as Google and Bing. Advisor Launchpad is available now with a variety of packages and optional add-on services to meet a wide range of customer needs. Existing Smarsh Sites customers are already enjoying the benefits of the Advisor Launchpad platform.

Similar Private Companies By Industry

Company Name Region
Rete+Pay Inc. United States
Third Solutions, LLC United States
Portalarium, Inc. United States
Ditto Labs, Inc. United States
OneVision, Inc. United States

Recent Private Companies Transactions

February 3, 2015
Presensoft Inc.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Smarsh, Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at